Preferred Pending Vendors List
Following is the list of qualified 403(b) vendors who have met the required minimum participation level of 25 employees per plan, set by FH-DA CCD as of April 2004.
Plans with a participation level fewer than 25 employees, have been grandfathered. Employees are encouraged to move to those plans that meet the minimum participation level.
As per Assembly Bill (AB) No. 2506, 403(b)plans must be registered with CalSTRS as of November 2004, in order to provide services to school/community college districts. As a result of which, the below mentioned list may change each year after.
This list can be used for setting up new accounts.
Please be advised that the District does not provide advice on your investment choices with the 403(b) or 457 vendors.
Preferred Pending Vendors List
* For 403(b) plan (sorted by alpha)
1. AIG-VALIC- Tel: (800) 448-2542. www.aigretirement.com
2. AMERICAN FUNDS SVCS. CO. -Tel: (800) 421-0180. www.americanfunds.com
3. FIDELITY INVESTMENT INSTITUTIONAL SERV. CO. (Plan #51275)-Tel: (800) 343-0860. https://nbacctopen.fidelity.com
4. JACKSON NATIONAL LIFE INS. CO.- Tel: (800) 766-4683. www.jnl.com
5. METROPOLITAN LIFE INSURANCE CO.- Tel: (800) 560-5001. www.metlife.com
6. NATIONWIDE LIFE INS -Tel: (800) 882-2822. www.bestofamerica.com
7. TIAA-CREF (Group #B472) -Tel: (888) 842-7782. www.tiaa-cref.org
8. VANGUARD FIDUCIARY TRUST CO. (Group #19119)-Tel: (800) 662-2003. www.vanguard.com
* For ROTH 403(b) plan (sorted by alpha)
1. AIG-RETIREMENT- Tel: (800) 448-2542. www.aigretirement.com
2. FIDELITY INVESTMENT INSTITUTIONAL SERV. CO.(Goup #19119)-Tel: (800) 343-0860.
www.fidelity.com/atwork3. ING - RELIASTAR LIFE INS. CO -Tel: (877) 882-5050. www.ing.com
* For 457 plan